4月9日周三盘中，网易-S（09999.HK）股价大跌5.02%，引发市场关注。
消息面上，交银国际最新研报预计网易2025年第一季度手游收入同比下降6%。该行指出，网易本土流水同比减少6%（约7亿元），主要受《逆水寒》月流水持续下滑影响。虽然海外流水同比增长19%，但仍未能抵消国内市场的下滑。
与此同时，网易旗下知名游戏《阴阳师》正在进行内部改革。该游戏事业部总裁金韬近日发布内部信，宣布四大改革方向，包括加强用户导向、增加研发投入、调整运营策略以及回归故事与角色塑造。这一系列调整反映出网易正在努力应对游戏业务面临的挑战，但短期内可能会影响业绩表现。分析人士认为，这些因素综合导致了投资者对网易短期业绩的担忧，从而引发了股价下跌。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.